WADDELL & REED FINANCIAL INC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 65,858,993
- Description
- Waddell & Reed Financial is a historical investment-management reporting entity whose business was acquired by Macquarie. Its earlier SEC 13F disclosures remain useful for researching portfolio history. This record preserves the original reporting identity rather than presenting those older positions as a new stand-alone fund portfolio.
- Founded
- 1937
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/15/2014 | 537 | 65,858,993 | 13F-HR | WADDELL & REED FINANCIAL INC |
| Q4 2013 | 2/14/2014 | 554 | 62,165,816 | 13F-HR | WADDELL & REED FINANCIAL INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.79 M | 99.9% | 3.671 M | 0 | 3.671 M |
| ETFs | 6.555 K | 0.0% | 4.739 K | 0 | 4.739 K |
| Debt | 34.99 K | 0.1% | 0 | 2.691 K | -2.691 K |
| Other | 24.98 K | 0.0% | 15.8 K | 0 | 15.8 K |
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Fund Snapshot
Q1 2014
Latest filed
5/15/2014
Total value ($000)
65,858,993
Holdings
537
QoQ value change ($000)
3,693,177
(5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.